9月5日午后，A股三大指数延续早盘热度。盘面上，固态电池、光伏、储能、锂电、算力硬件等方向涨 幅居前。昨日大幅回调的云计算50ETF（516630）今日止跌企稳，涨近2%，持仓股中，新易盛、中际 旭创、科华数据、拓维信息、中科曙光等领涨。 消息面上，9月5日，月之暗面发布Kimi K2模型的最新版本0905，扩展上下文长度至256K，支持高达60 —100 Token/s的输出速度。Kimi应用和网页版中的K2模型已全量升级到0905最新版。 天风证券观点认为，海外算力产业链高景气度依旧，相关产业链的基本面共振更强，持续看好海外算力 产业链投资机会。该机构坚定看好AI行业作为年度投资主线，国内方面，后续伴随着DeepSeek R2/V4 等以及包括Agent、多模态方面相关进展，仍然看好AI行业以及围绕AIDC产业链的持续高景气。 阿里巴巴资本开支大超预期，显示AI算力需求强劲，国产算力链又迎重磅催化。公开信息显示，云计 算50ETF（516630）跟踪云计算指数（930851）。该指数的AI算力含量较高，覆盖了光模块&光器件、 算力租赁、数据中心、AI服务器、液冷等热门算力概念。云计算50ETF（51663 ...

Group 1 - The Shanghai Stock Exchange's Sci-Tech Innovation Board semiconductor materials and equipment theme index increased by 0.27%, with notable gains from Tianyue Advanced (3.51%), Mingzhi Technology (2.18%), Helin Micro-Nano (2.11%), Huaxing Yuanchuang (1.59%), and Naike Equipment (1.31%) [1] - The Sci-Tech Semiconductor ETF (588170) also rose by 0.27%, with a latest price of 1.13 yuan, and a trading volume of 28.77 million yuan, indicating a turnover rate of 5.44% [1] - Over the past two weeks, the Sci-Tech Semiconductor ETF's scale increased by 119 million yuan, reaching a new high of 465 million shares, the highest in three months [1] Group 2 - Huawei's Executive Director and Terminal BG Chairman Yu Chengdong announced the launch of the Mate XTs foldable smartphone, featuring the Kirin 9020 chip and HarmonyOS 5.0, marking the first public display of Huawei's Kirin chip in four years [1] - Guolian Securities emphasizes the urgency of domestic semiconductor self-sufficiency and suggests focusing on the domestic replacement industry chain, as well as the innovation cycle in consumer electronics, which is expected to boost sales of AI hardware products [2] - The Sci-Tech Semiconductor ETF (588170) and its linked funds track the semiconductor materials and equipment theme index, focusing on semiconductor equipment (59%) and materials (25%), which are critical areas for domestic replacement [2]

Core Insights - Wuxi is focusing on building an internationally competitive integrated circuit industry cluster, with significant investments and projects signed during the 2025 Integrated Circuit (Wuxi) Innovation Development Conference [1] Industry Overview - A total of 57 projects were signed, with 55 being industrial projects and a total investment of 17.721 billion yuan [1] - The integrated circuit industry in Wuxi is projected to have over 600 companies by 2024, generating revenue of 226.834 billion yuan, with the design, manufacturing, and testing sectors accounting for 149.639 billion yuan, representing 10.4% of the national total and 40.7% of Jiangsu province's total [2] - In the first half of 2025, the revenue of the integrated circuit industry in Wuxi is expected to grow by 12% year-on-year [2] Competitive Advantages - Wuxi has established a complete industrial chain in the integrated circuit sector, excelling in design, manufacturing, and testing [2][3] - The city has a strong presence in analog circuit design and is expanding into high-end digital circuits, with companies like Zhaoxin Micro and Chipone Technology leading the way [2] - Wuxi's wafer manufacturing has pioneered domestic foundry models, with a monthly production capacity exceeding 1 million 8-inch wafers [2] Testing and Packaging - Wuxi's integrated circuit packaging and testing industry is nationally leading in both scale and technology, featuring companies like Longji Technology and Allwinner Technology [3] - The city hosts the only national-level manufacturing innovation center for integrated circuit specialty processes and packaging testing [3] Strategic Development - The Integrated Circuit (Wuxi) Innovation Development Conference aims to promote industrial progress and has become a significant event in the semiconductor field [4] - The conference features a "1+5" structure, including a main opening ceremony and five thematic activities, focusing on areas such as artificial intelligence and advanced packaging [4] Future Directions - Wuxi is focusing on high-end chip design and upgrading traditional packaging to advanced packaging, aiming to lead domestic development in the post-Moore era [5] - The city is encouraged to enhance the development of semiconductor equipment and key components, promoting domestic production levels [5] - New public service platforms and research institutions are being established to support innovation in the integrated circuit sector [5]

Core Viewpoint - The semiconductor sector is experiencing a rebound, driven by government initiatives and potential shifts in supply chain dynamics due to U.S. restrictions on foreign wafer fabs in China [1] Group 1: Market Performance - Notable gains in semiconductor stocks include InnoSilicon (02577) up 6.61% to HKD 97.6, SMIC (00981) up 3.57% to HKD 58, and Huahong Semiconductor (01347) up 2.19% to HKD 46.68 [1] Group 2: Government Initiatives - The Ministry of Industry and Information Technology and the State Administration for Market Regulation have issued the "2025-2026 Action Plan for Stable Growth in the Electronic Information Manufacturing Industry," focusing on enhancing efforts in CPU and AI server development, as well as promoting innovation in AI terminal applications [1] - The plan emphasizes the importance of "domestic goods for domestic use" and aims to increase policy support for key enterprises in the industry chain [1] Group 3: Supply Chain Dynamics - The U.S. plans to revoke TSMC's (Nanjing) VEU authorization, marking another restriction on foreign wafer fabs in China, following similar actions against Samsung and SK Hynix [1] - This situation is expected to open up opportunities for domestic memory chip suppliers and wafer foundries to gain market share [1] - As procurement difficulties for equipment increase, overseas wafer fabs may begin to seek domestic suppliers, benefiting companies in the domestic semiconductor equipment and materials sectors [1]

此次揭牌的长三角国家技术创新中心车规级芯片中试服务平台，作为长三角地区领先的车规级芯片产业化服务平台，聚焦车规级芯片科技成果转化与产业 生态构建，为汽车芯片企业提供车规封装、CP/FT量测、可靠性分析、应用验证和批量试制等专业服务。 该平台已建成江苏省首家车规级芯片检测实验室，拥有关键检测设备195台(套)，通过了国家CNAS体系认证。创新打造"需求牵引+VIDM垂直整合"模式， 构建国产芯片替代推广平台，有效破解"芯机对接"难题。 接下来，该联盟将牵头制定车规芯片可靠性工程技术体系，与广电计量（002967）、季丰电子等15家检测机构组建长三角车规级芯片检测联盟。未来，平 台建成覆盖车规封装、CP/FT芯片性能测试、可靠性分析和应用验证的完整服务体系。平台建设累计投入2亿元，拥有试验厂房9000㎡。平台中试服务能 力达到封测1000万只/年，车规可靠性认证100种/年。 扬子晚报/紫牛新闻记者张建波 9月4日，长三角国家技术创新中心车规级芯片中试服务平台在无锡揭牌。 长三角国家技术创新中心是由科技部批准，苏沪浙皖共同建设的综合类国家技术创新中心，是实施长三角一体化发展国家战略的重大举措。 校对胡妍璐 ...

天岳先进近日在互动平台表示，公司依托研发、生产和管理经验，在产品大尺寸化上的优势不断提高， 目前正通过推动产品大尺寸化、生产效率提升的双轮驱动，助力客户持续降低碳化硅衬底的使用成本， 进而推动碳化硅衬底在更多应用场景加速应用。从合作成果来看，当前公司已与全球前十大功率半导体 器件制造商（按2024年的收入计）中一半以上的制造商建立业务合作关系。公司的客户英飞凌、安森美 已成功进入英伟达等行业巨头的供应链，成为AI算力基础设施的重要组成部分。 消息面上，今年上半年，天岳先进实现总收入约为7.94亿元；归属上市公司股东的净利润约为1088万 元。目前，集团已形成6/8/12英寸碳化硅衬底产品矩阵，包括12英寸高纯半绝缘型碳化硅衬底、12英寸 导电P型及12英寸导电N型碳化硅衬底。银河证券指出，天岳先进是中国碳化硅(SiC)半导体衬底材料领 域的领军企业，公司从技术攻关起步，逐步实现4英寸至12英寸衬底的产业化突破。展望未来，依托于 公司的技术优势，随着港股上市与AI眼镜、数据中心等新兴应用的突破，公司或将迎来二次跃升期。 智通财经APP获悉，天岳先进(02631)早盘涨超7%，截至发稿，涨6.08%，报44.66 ...

格隆汇9月5日｜博通(AVGO.US)在目前的夜盘交易中涨超6%，报325.9美元。消息面上，英国金融时报 称，OpenAI明年将与博通合作，联合生产自主研发的人工智能芯片，削弱对英伟达的依赖。该芯片将 于明年交付。 ...

老黄正在看好什么？ AI编程。 这不，英伟达刚刚收购了一家AI coding初创公司，Agent方向。 | | | 专注编程Agent 据The Information爆料，英伟达最近完成了对名为Solver的AI coding公司收购，这家公司成立仅三年，专注于开发用于软件编程的AI Agent。 这是老黄买买买的一环：近两年英伟达收购了不少降低芯片使用成本，或者提供AI支持的初创公司。 网友评价：他们确实在构建一个生态系统。 Solver（前身为Laredo Labs）由马克·加贝尔（Mark Gabel）和丹尼尔·洛德（Daniel Lord）于2022年创立，两位创始人均与AI领域早期的消费级突破有着深 厚渊源。 加贝尔曾是Viv Labs的首席科学家，该公司被三星收购后推动了其智能助手业务的发展； 而洛德作为Siri（对，苹果那个Siri）的联合创始人，曾参与设计可扩展的AI系统，为语音助手的落地奠定了基础。 该公司此前曾获得Radical Ventures等机构800万美元的投资，投资方认为，Solver超越了GitHub Copilot或Replit等推广式自动补全工具。 其研发的智能体能够管理 ...

Core Viewpoint - U.S. President Donald Trump plans to impose substantial tariffs on semiconductor imports from companies that do not relocate production to the U.S., while exempting firms like Apple that increase domestic investments [1][2][3]. Group 1: Tariff Imposition - Trump indicated that tariffs would be implemented shortly, describing them as "fairly substantial" [3]. - The President previously mentioned a potential 100% tariff on semiconductor imports, with exemptions for companies that move manufacturing to the U.S. [3]. - Apple has committed to invest an additional $100 billion in domestic manufacturing, on top of a previously announced $500 billion investment [3]. Group 2: Industry Response - Major tech leaders, including Apple CEO Tim Cook, Meta's Mark Zuckerberg, and Oracle CEO Safra Catz, attended a dinner where these tariff discussions took place [2]. - The U.S. has been actively working to onshore its semiconductor supply chain, with significant commitments from companies like TSMC and Samsung Electronics to build plants in the U.S. [4].

Core Viewpoint - Micron Technology, Inc. has committed to the White House's initiative aimed at enhancing AI education for American youth, reflecting its belief in the importance of AI education for maintaining technological leadership in the U.S. [1][2] Group 1: Commitment to AI Education - Over the next four years, Micron plans to empower more than 40,000 learners and educators through various AI education programs and mentorship initiatives [2][6] - Micron's commitments align with the White House's executive order on advancing AI education, reinforcing its dedication to strengthening the U.S. STEM pipeline [2][3] Group 2: Investment in Semiconductor Industry - Micron is making a historic investment of $200 billion in manufacturing and R&D, which is expected to create approximately 90,000 American jobs [3] - As the only American memory manufacturer, Micron's innovations in high bandwidth memory are crucial for the AI revolution [3] Group 3: Educational Initiatives - The company will incorporate AI lessons into all its signature programs, such as Chip Camps and Careers in Tech [6] - Micron is launching a new employee volunteer program to mentor over 1,000 students in AI concepts and careers [6] - The company is partnering with nonprofits to expand access to AI education and is providing free AI resources for teachers [6]